Scott Michael Barber
Investment adviser representative at The Ameriflex Group
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$9.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- The Ameriflex GroupApr 2026 to now
- Cambridge Investment Research, Inc.Apr 2026 to now
- Osaic Wealth, Inc.Jun 2024 to Apr 2026
- Securities America Advisors, Inc.Jul 2020 to Jun 2024
- Securities America, Inc.Jul 2020 to Jun 2024
- Investacorp Advisory ServicesSep 2016 to Jul 2020
- Investacorp Inc.Sep 2016 to Jul 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (PA).
The Ameriflex Group
Legal name: The Ameriflex Group, Inc.
$9.7BAssets managed
16,203Clients
212Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4822754
- Firm CRD
- 305585